Arcadia Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Arcadia Wealth Management, LLC
- $190 Billion
- Q3 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 19,877 shares of DFIS stock, worth $484,601. This represents 0.28% of its overall portfolio holdings.
Number of Shares
19,877
Previous 19,276
3.12%
Holding current value
$484,601
Previous $475 Million
12.33%
% of portfolio
0.28%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$540 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$301 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$248 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$97.9 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$63.5 Million3.04% of portfolio